1
Includes:
Monthly transaction categorization
Bank and credit card reconciliations
Basic financial reports
Review for unusual or inconsistent items
QuickBooks Online support
2
Common Cleanup Needs:
Old unreconciled accounts
Misclassified transactions
Duplicate income or expenses
Inaccurate balances
Books that are not ready for tax filing
3
This May Include:
Reviewing financial reports
Organizing accounts
Helping prepare records for a CPA or tax preparer
Improving bookkeeping routines
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